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Set the Deferral Date

A deferral date must be set against the event record before generating invoices. Until that date the charge is held in a deferred revenue account; once the event date passes, the system automatically transfers the balance to the main revenue account.

  1. Open the event record

    From the FNO dashboard, open Modules ▸ Academic Management, expand Setup, and click Subject and event names. Locate and select the relevant event record.

  2. Set the deferral date

    Click Deferrals, enable the Deferred toggle, and set the Deferral date to the event date. Click OK.

Set Event Deferral Date — the Deferrals panel with the Deferred toggle enabled and the Deferral date set to the event date